Douglas Dynamics (PLOW)

• Market cap: $661M
• 1 day: -1.65%
• 5 days: 2.72%
• 1 month: -2.15%
• 3 months: 18.86%
• 6 months: 12.47%
• Year to date: 21.06%
• 1 year: 19.50%
• 5 years: -21.40%
• 10 years: 33.71%
• Sector: Consumer Discretionary
• Industry: Auto Parts

About: Douglas Dynamics Inc is a manufacturer and upfitter of commercial vehicle attachments and equipment. The Company's portfolio includes snow and ice management attachments sold under the BLIZZARD, FISHER, HENDERSON, SNOWEX, and WESTERN brands, turf care equipment under the TURFEX brand, and industrial maintenance equipment under the SWEEPEX brand. The Company's portfolio also includes the upfit of attachments and storage solutions under the HENDERSON brand, and the DEJANA brand and its related sub-brands. The Company also leases fifteen manufacturing upfit and service facilities located in Iowa, Maryland, Missouri, New Jersey, New York, Ohio, Pennsylvania, and Rhode Island. The Company conducts business in two segments: Work Truck Attachments and Work Truck Solutions.

Employees: 1,673

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

306% more call options, than puts

Call options by funds: $134K | Put options by funds: $33K

13% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 52

0.28% more ownership

Funds ownership: 92.47% [Q4 2024] → 92.75% (+0.28%) [Q1 2025]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q4 2024] → 1 (+0) [Q1 2025]

1% less capital invested

Capital invested by funds: $505M [Q4 2024] → $498M (-$6.9M) [Q1 2025]

4% less funds holding

Funds holding: 159 [Q4 2024] → 152 (-7) [Q1 2025]

27% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 22